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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1095 | 1326 | 1502 | 2370 | 4852 |
Fund Return | 1.97% | 9.53% | 32.58% | 14.52% | 18.83% | 17.11% |
Place in category | 951 | 380 | 327 | 132 | 91 | 52 |
% in Category | 85 | 34 | 32 | 17 | 14 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.42B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 12.18 | 227.63 | -2.40% | |
NVIDIA | US67066G1040 | 10.68 | 129.84 | +0.90% | |
Microsoft | US5949181045 | 10.65 | 409.75 | -1.46% | |
Amazon.com | US0231351067 | 7.00 | 229.15 | -4.05% | |
Meta Platforms | US30303M1027 | 4.36 | 714.52 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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